All articles by Richard Agnew – Page 43
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PremiumHeadline data: bulked-up DT busting out of old suit
Double-figure and triple-figure milestones nearing for expanded Group on sales and earnings. TMUS the star, again, but DT’s network of European telcos holding firm during highly problematic FY. Top management unclear on picture at T-Sys as orders slump.
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PremiumGuidance: beefed-up DT puts on a show
Up-sized Group uprates earnings again. America providing the main grunt, but Europe also chipping in. Stakeholders still queasy around cash generation, despite Group’s rude health at EBITDA level.
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PremiumDeutsche Telekom Group Q3 FY20
Twin-track Group resilient in Europe while continuing to achieve strong growth in the USA. Mismatch between prospects and sentiment in two regions has become a key challenge for management. Attention turning to next strategic cycle, and how DT will seek to reinvigorate Europe-side businesses in stodgy political and regulatory ...
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Network & InfraHigh hopes: Vodafone plans African SpaceMobile debut
Territories such as Kenya and Democratic Republic of Congo seen as low-hanging fruit for edgy new satellite venture. Vodafone working behind scenes to build beyond investment in SpaceMobile, and exploit platform for network gain.
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MarketingNew T-Mobile US unit to take Un-Carrier model into ads
2019 Pushspring buyout morphs into launch of T-Mobile Marketing Solutions business, with talk of “disruption” and focus on industry “pain points”.
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PremiumBT Enterprise dials down on B2B costs
BT Enterprise flags more cost-cutting measures are being implemented as COVID-19 disruption adds to the broader challenges it faces in the digital era. As ever, partner and supplier consolidation and change is part of the plan. CEO Jansen presents enterprise 5G as bright spot amid gloom.
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Suppliers & SCMBT seeks instant purchasing power with Suplari
Procurement function seeking “relevance” by addressing “huge legacy” of aging IT, and reliance on Excel. Calculating spend with individual suppliers was long-winded. Quick-fire info seen as increasingly important amid COVID-19 and Brexit disruption.
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CorporateT-Mobile US boardroom given a refresh
Newly-appointed Telekom Deutschland CEO Srini Gopalan leaves US board, swapped for Dominique Leroy. hubraum’s Tazi and Group veteran Wilkins also join.
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Network & InfraDeutsche Telekom takes rain-check on full-fibre target
Rethink on mix of German next-gen deployment will see Group need a year more than expected to get up to full roll out speed.
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Partnerships & AlliancesVodafone resets consumer IoT business, targets new markets
Operator looking beyond its own OpCos to meet growth ambitions in the consumer IoT space. Group planning to go direct and indirect in new markets, including France and the USA. Seeking new partners.
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Network & InfraVodafone Hungary spins out its tower operation
New Hungary TowerCo mirrors recent moves across European businesses. Another foundation stone laid for Vodafone’s Vantage Towers float. Gergő Budai takes CEO spot.
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Strategy & ChangeBT deploys bot to get top techies talking
“Robotic speed dating” sessions among changes being made in a bid to build better connections within Group’s technology leadership. BT getting creative as it grapples with change agenda.
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Public AffairsCosmote drops the ball on call data
Greek operator under fire, locally, over vulnerability leading to large-scale loss of customer details.
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Strategy & ChangeBT moves house in Hungary
Group’s Better Workplace office revamp extends beyond UK. Hungarian shared services operations remain in expansion-mode.
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Partnerships & AlliancesTelefónica in the zone for high-flying HAPS partnership
SoftBank-backed comms-in-the-sky venture has piqued the interest of Telefónica, although the Group has yet to divulge any plans for its platform. Venture could be an overlay to ‘connecting the unconnected’ initiatives in Latin American markets.
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Partnerships & AlliancesBuyIn drafted to help Proximus–Orange RAN meld
Showcase outreach project for BuyIn JV. Operators looking at pooled buying as an antidote to Huawei clampdown, and resultant reduced vendor competition? Proximus now has foot in both Vodafone and Deutsche Telekom partner camps.
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Suppliers & SCMBrexit and COVID: BT’s twin supply chain headaches
Group continuing to scrutinise status of 450 key partners, amid logistical and financial turmoil wrought by pandemic. Spread of critical partners under consideration to create greater resilience post-coronavirus and split from EU. Telcos, traditionally known for squeezing suppliers to the max, now focused on keeping them afloat.
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OperationsDeutsche Telekom brings IoT under German supervision
Organisational shift forms part of broader B2B realignment and looks focused on freshening up approach to enterprise 5G market.
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InnovationDouble dose of reality for BT in Glasgow R&D link-up
Controlling football crowds and helping train technical staff among 5G-based applications being looked at in AR/VR tie-up with University of Glasgow.
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PeopleNafziger to lead Telekom Deutschland’s international B2B push
Global Carrier Head takes on ownership of all B2B plans beyond Germany. Operator seeking to better coordinate its international enterprise market play.